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PaulaB02
Level 2
May 20, 2022 1:56 PM UTC
Solved

How to use Calculated Field to show manager

I need to build a report showing the Manager of the person assigned to a task. I was trying to use a calculated field, but I can't seem to get it to work. Any suggestions?

Richard_Le_Accepted solution
New Participant
May 20, 2022 3:15 PM UTC

Hi Paula,

No, using a calculated column you wouldn't be able to group by this in a matrix view.

The best way to achieve this would be to have a custom form attached to your users profiles. Within that form you could have a calculated field that pulls in their managers name {manager}.{name}. This field would then be available to reference in your reports as a column or a grouping.

Best Regards,

Rich.

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6 replies

PaulaB02Author
Level 2
May 20, 2022 6:18 PM UTC

That is perfect! We already have a custom form attached to our profiles for the department name and it works great. I really do appreciate the help!

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PaulaB02Author
Level 2
May 20, 2022 6:18 PM UTC

I meant to say that I added the Manager Name custom field and it works great! Thanks again!

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PaulaB02Author
Level 2
May 20, 2022 3:06 PM UTC

Thank you Rich! This will definitely work for a column in the report. Can I also group by this column? My current report is grouped using a matrix grouping so I need this to be one of the groups.

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    Richard_Le_Accepted solution
    New Participant
    May 20, 2022 3:15 PM UTC

    Hi Paula,

    No, using a calculated column you wouldn't be able to group by this in a matrix view.

    The best way to achieve this would be to have a custom form attached to your users profiles. Within that form you could have a calculated field that pulls in their managers name {manager}.{name}. This field would then be available to reference in your reports as a column or a grouping.

    Best Regards,

    Rich.

    Translate
      RandyRoberts
      RandyRoberts
      New Participant
      May 20, 2022 3:05 PM UTC

      I have a hierarchical one that shows a managers mangers managers…

      CONCAT(IF(ISBLANK(Manager.Manager.Manager.Manager.Manager.Manager.Manager Hierarchy),"",CONCAT(Manager.Manager.Manager.Manager.Manager.Manager.Manager Hierarchy," - ")),IF(ISBLANK(Manager.Manager.Manager.Manager.Manager ID),"",CONCAT(Manager.Manager.Manager.Manager.Manager.Name," - ")),IF(ISBLANK(Manager.Manager.Manager.Manager ID),"",CONCAT(Manager.Manager.Manager.Manager.Name," - ")),IF(ISBLANK(Manager.Manager.Manager ID),"",CONCAT(Manager.Manager.Manager.Name," - ")),IF(ISBLANK(Manager.Manager ID),"",CONCAT(Manager.Manager.Name," - ")),IF(ISBLANK(Manager ID),Name,CONCAT(Manager.Name," - ",Name)))

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        Richard_Le_
        New Participant
        May 20, 2022 3:01 PM UTC

        Hi Paula,

        The below should do it:

        displayname=Assignee's Manager

        linkedname=assignedTo

        namekey=view.relatedcolumn

        namekeyargkey.0=assignedTo

        namekeyargkey.1=manager

        namekeyargkey.2=name

        querysort=assignedTo:manager:name

        textmode=true

        valuefield=assignedTo:manager:name

        valueformat=HTML

        Best Regards,

        Rich.

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